About Stephen
Most CPAs learn locum and 1099 physician tax as an afterthought. I built my practice around it.
Early in my career, I kept seeing the same pattern: talented physicians who'd left the W-2 world for locum and independent work, paired with generalist CPAs who filed their returns but never told them what an S-corp, a cash balance plan, or a multi-state strategy could actually save them.
Twenty years and a Master's in Taxation later, closing that gap is the entire practice. I work exclusively with locum, 1099, and independent physicians, coordinating entity structure, retirement planning, and multi-state filing into one proactive strategy, rather than a once-a-year compliance exercise.
I'm a CPA with a Master of Science in Taxation from the University of Illinois Urbana-Champaign, with CPWA® (Certified Private Wealth Advisor®) executive education completed through the Yale School of Management, and prior Big Four experience in federal and multi-state tax.
Certified Public Accountant
20+ years of experience in federal and multi-state tax, including Big Four experience.
Master of Science in Taxation
University of Illinois Urbana-Champaign, graduate-level specialization in tax strategy.
Certified Private Wealth Advisor®
Completed through the Yale School of Management, focused on wealth strategy for 1099 physician income.
